Insights
February 23, 2018
Salesforce Communities are driving Customer, Partners and Employee collaborations with rich Lightning technology and social interface. You may be familiar with the well known Napili template […]
February 21, 2018
We go over our 3 categories of offers - for the mid market businesses, nonprofits and our advisory services. Initiate, Scale and Quickstarts are our Salesforce implementation offers for commercial businesses and nonprofits. Our advisory projects involve evaluating current state and identifying improvement opportunities around Salesforce and related processes at mid market businesses.
February 21, 2018
A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 1 of 2 covers Document Generation, Data Administration and Text messaging categories.
February 21, 2018
A list of Salesforce Appexchange categories and tools, relevant for Nonprofit Operations. Part 2 of 2 covers Email management, Online Fundraising & Payment Processing, Survey administration and Miscellaneous categories of tools.
February 14, 2018
We go over the curriculum and an overview of topics from a representative training session for Salesforce Nonprofit Success Pack (NPSP). Our training for NPSP covers topics spanning both functionality and administration of the application. Functionality may include use cases for Fundraising and Program Management while Administration topics typically include best practices, process automation, reports & dashboards and appexchange tools.
February 7, 2018
Salesforce uses multi-factor authentication to increase security around your Salesforce setup. But you provide access to customers, partners and other external users through community and other […]
January 31, 2018
Salesforce has a multi-tenant architecture and it identifies every record uniquely across all customers by assigning a unique Record ID to each record. As a Salesforce […]
January 22, 2018
In this blog we show how to implement roll-up summary on lookup relationships in Salesforce. This can add immense value to business users by providing useful […]
October 23, 2017
What does it mean to align your Sales Strategy with the Organizational Strategy? How does one make this discussion real ? And what relevance does it have to Salesforce CRM implementations and vice versa - what relevance can your CRM have to this alignment?